INVESCO HIGH YIELD EQUITY DI (PEY) Top Institutional Shareholders
INVESCO HIGH YIELD EQUITY DI (PEY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $359.89M in PEY holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PEY tracked by InsiderSet, reporting ownership valued at approximately $97.39M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $103.58M, representing an estimated gain of +6.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed PEY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO HIGH YIELD EQUITY DI (PEY).
This page ranks the largest institutional PEY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
172
Total Reported Value
$359.89M
Largest Holder
Bank Of America Corp
Largest Position
$97.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
186
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 4,546,989 | $97,387,637 | $103,580,409 | +$6,192,772 | +6.36% | |
| Morgan Stanley | 0.00% | 2,387,438 | $51,136,068 | $54,385,838 | +$3,249,770 | +6.36% | |
| Lpl Financial Llc | 0.01% | 1,360,564 | $29,141,642 | $30,993,648 | +$1,852,006 | +6.36% | |
| Wells Fargo & Company/Mn | 0.00% | 914,646 | $19,590,625 | $20,835,636 | +$1,245,011 | +6.36% | |
| Raymond James Financial Inc | 0.00% | 637,945 | $13,664,014 | $14,532,387 | +$868,373 | +6.36% | |
| Cetera Investment Advisers | 0.01% | 412,546 | $8,836,237 | $9,397,798 | +$561,561 | +6.36% | |
| Investors Research Corp | 1.54% | 377,215 | $8,079,493 | $8,592,958 | +$513,465 | +6.36% | |
| Ubs Group Ag | 0.00% | 325,625 | $6,974,562 | $7,417,738 | +$443,176 | +6.35% | |
| Two Sigma Investments, Lp | 0.00% | 258,000 | $5,526,050 | $5,877,240 | +$351,190 | +6.36% | |
| Royal Bank Of Canada | 0.00% | 254,808 | $5,457,000 | $5,804,526 | +$347,526 | +6.37% | |
| Jones Financial Companies Lllp | 0.00% | 255,608 | $5,380,550 | $5,822,750 | +$442,200 | +8.22% | |
| Good Steward Wealth Advisors,Llc | 3.05% | 221,437 | $4,742,915 | $5,044,335 | +$301,420 | +6.36% | |
| Salomon & Ludwin, Llc | 0.40% | 205,185 | $4,425,184 | $4,674,114 | +$248,930 | +5.63% | |
| Ameriprise Financial Inc | 0.00% | 204,470 | $4,379,493 | $4,657,827 | +$278,334 | +6.36% | |
| United Capital Financial Advisors, Llc | 0.03% | 199,359 | $4,272,265 | $4,541,398 | +$269,133 | +6.30% | |
| Evoke Wealth, Llc | 0.07% | 171,360 | $3,670,326 | $3,903,581 | +$233,255 | +6.36% | |
| Alphacore Capital Llc | 0.09% | 170,036 | $3,641,965 | $3,873,420 | +$231,455 | +6.36% | |
| Founders Grove Wealth Partners, Llc | 0.80% | 165,003 | $3,534,166 | $3,758,768 | +$224,602 | +6.36% | |
| Osaic Holdings, Inc. | 0.00% | 152,726 | $3,271,419 | $3,479,098 | +$207,679 | +6.35% | |
| Ghp Investment Advisors, Inc. | 0.12% | 137,591 | $2,947,040 | $3,134,323 | +$187,283 | +6.35% | |
| Commonwealth Equity Services, Llc | 0.00% | 134,201 | $2,874,419 | $3,057,099 | +$182,680 | +6.36% | |
| Envestnet Asset Management Inc | 0.00% | 133,053 | $2,849,835 | $3,030,947 | +$181,112 | +6.36% | |
| Cresta Advisors, Ltd. | 1.12% | 127,797 | $2,737,259 | $2,911,216 | +$173,957 | +6.36% | |
| Ifp Advisors, Inc | 0.05% | 122,991 | $2,634,320 | $2,801,735 | +$167,415 | +6.36% | |
| Sanctuary Advisors, Llc | 0.01% | 117,331 | $2,513,090 | $2,672,800 | +$159,710 | +6.36% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 106,517 | $2,281,466 | $2,426,457 | +$144,991 | +6.36% | |
| Onedigital Investment Advisors Llc | 0.02% | 101,329 | $2,170,345 | $2,308,275 | +$137,930 | +6.36% | |
| Goldman Sachs Group Inc | 0.00% | 91,446 | $1,958,664 | $2,083,140 | +$124,476 | +6.36% | |
| Wealth Alliance, Llc | 0.18% | 86,798 | $1,859,119 | $1,977,258 | +$118,139 | +6.35% | |
| Advisornet Financial, Inc | 0.09% | 81,804 | $1,752,150 | $1,863,495 | +$111,345 | +6.35% | |
| Equitable Holdings, Inc. | 0.01% | 81,970 | $1,671,008 | $1,867,277 | +$196,269 | +11.75% | |
| Fifth Third Bancorp | 0.00% | 76,997 | $1,649,183 | $1,753,992 | +$104,809 | +6.36% | |
| Captrust Financial Advisors | 0.00% | 75,138 | $1,609,295 | $1,711,644 | +$102,349 | +6.36% | |
| Private Advisor Group, Llc | 0.01% | 68,760 | $1,472,763 | $1,566,353 | +$93,590 | +6.35% | |
| Aspire Capital Advisors Llc | 0.33% | 68,566 | $1,468,606 | $1,561,933 | +$93,327 | +6.35% | |
| Waverly Advisors, Llc | 0.01% | 68,053 | $1,457,614 | $1,550,247 | +$92,633 | +6.36% | |
| Beacon Pointe Advisors, Llc | 0.01% | 64,157 | $1,374,161 | $1,461,496 | +$87,335 | +6.36% | |
| Iht Wealth Management, Llc | 0.03% | 63,537 | $1,360,880 | $1,447,373 | +$86,493 | +6.36% | |
| Axis Wealth Partners, Llc | 0.71% | 62,180 | $1,331,828 | $1,416,460 | +$84,632 | +6.35% | |
| Johnson Investment Counsel Inc | 0.01% | 52,175 | $1,117,521 | $1,188,547 | +$71,026 | +6.36% | |
| Mml Investors Services, Llc | 0.00% | 51,461 | $1,102,227 | $1,172,282 | +$70,055 | +6.36% | |
| Susquehanna International Group, Llp | 0.00% | 45,885 | $982,802 | $1,045,260 | +$62,458 | +6.36% | |
| Mariner, Llc | 0.00% | 43,450 | $930,648 | $989,791 | +$59,143 | +6.36% | |
| Signature Estate & Investment Advisors Llc | 0.02% | 42,661 | $913,756 | $971,818 | +$58,062 | +6.35% | |
| Arax Advisory Partners | 0.03% | 41,799 | $895,284 | $952,181 | +$56,897 | +6.36% | |
| Prospera Financial Services Inc | 0.01% | 41,666 | $892,446 | $949,151 | +$56,705 | +6.35% | |
| Barrett & Company, Inc. | 0.29% | 38,878 | $832,719 | $885,641 | +$52,922 | +6.36% | |
| Kingswood Wealth Advisors, Llc | 0.04% | 38,369 | $821,817 | $874,046 | +$52,229 | +6.36% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 36,327 | $778,081 | $827,529 | +$49,448 | +6.36% | |
| Rockefeller Capital Management L.P. | 0.00% | 35,553 | $761,517 | $809,897 | +$48,380 | +6.35% |
Frequently asked questions about PEY
Who owns the most PEY stock?
The largest holders of PEY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO HIGH YIELD EQUITY DI (PEY).
Is PEY widely held by superinvestors?
Many widely followed stocks like PEY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PEY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.